Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Is Investing in Cannabis a Conservative Move or a Risky One?
By Guy P. Lander, Alexander G. Malyshev | Matthew J. SchwartzSince federal laws draw a line for legal cannabis investing, is it a mundane investment or a risky alternative?
July 29, 2019
Sustainable Funds Are Having a Good Year: MorningstarSustainable funds are experiencing strong asset growth and relative performance, according to Morningstar.
July 29, 2019
Supersize a Roth 401(k) With Backdoor ContributionsSome clients may be able to stretch the limits of a Roth's tax-free withdrawals by contributing to a backdoor Roth 401(k).
July 29, 2019
Cambria Launches TOKE Cannabis ETF: Portfolio ProductsMeanwhile, AQR launched its first model portfolios.
July 29, 2019
5 Ways Advisor Partners Can Balance Product Choice, Due DiligenceThe onus is on firms to best coordinate the need for choice with processes that ensure that only the most appropriate solutions make it onto their shelves.
July 26, 2019
Hedge Funds Taking Up ESG Movement: SurveyGovernance is the most used criterion a growing number of alternative funds use for screening both long and short positions.
July 25, 2019
Another Robo-Advisor Bites the DustSwell Investing, which specializes in socially responsible portfolios, is closing down as of the end of August.
July 23, 2019
ESG Investments Perform Just Fine, Says Aaron Wealth FounderGary Hirschberg says the ESG movement isn't about marketing but about performance, because better run companies perform better.